+99.1%
VTR vs NXT
+181.9%
-82.8%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.6% | -0.5% |
| 7D | -2.4% | +2.9% | -5.3% | -2.4% |
| 30D | -3.7% | -17.2% | +13.5% | -3.5% |
| 3M | +13.5% | -32.0% | +45.5% | +14.1% |
| 6M | +7.2% | -15.8% | +22.9% | +6.7% |
| YTD | +17.6% | -1.9% | +19.5% | +16.4% |
| 1Y | +35.4% | +22.5% | +12.9% | +32.4% |
| 3Y | +132.8% | +100.5% | +32.3% | +114.7% |
| All | +99.1% | +181.9% | -82.8% | +80.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded NXT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling